CWMU
TDOC icon

Caliber Wealth Management (Utah)’s Teladoc Health TDOC Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,122
Closed -$204K – 85
2021
Q1 		$204K Buy
1,122
+10
+0.9% +$2.32K 0.15% 72
2020
Q4 		$222K Buy
+1,112
New +$226K 0.22% 68

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Caliber Wealth Management (Utah)'s TDOC Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 1,122 shares — an estimated $204K sold.

Caliber Wealth Management (Utah) first reported a position in TDOC in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q4 2020. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 1,122 Teladoc Health shares in Q2 2021, an estimated $204K.
  • Caliber Wealth Management (Utah) first reported a position in Teladoc Health in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s Teladoc Health position peaked at $222K in Q4 2020.
  • 829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.